Almost all of the tools available on ClearCheckbook have a corresponding gadget that can be added to the Account Dashboard. These little gadgets show you the most important information about each tool so you can easily see and access all aspects of your finances.
The Dashboard is the first page you see when you log into ClearCheckbook. The Dashboard is fully customizeable and offers over 20 different gadgets that can be placed on the page. If you don't need to see the details of a gadget you can minimize it or move it to a different part of the page.
In addition to viewing your financial data, you can also quickly add new transactions via the Add Transaction gadget. When you add transactions from the Dashboard, it will automatically update any gadgets that rely on transaction data. We believe that making it as easy as possible to access all of your financial data in one place gives you the power to manage your finances effectively.
Account Dashboard Video Walkthrough
More Information
You can learn more about the Account Dashboard with ClearCheckbook by visiting our Account Dashboard Knowledge Base section. |
Budget Calculator Set up budgets and see how much you spend toward them each month. |
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Bill Tracker Track your monthly bills. Find out when you last paid your bill and for how much. |
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Connect Your Bank to ClearCheckbook Connect your bank and have your transactions downloaded automatically. |
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Reminders / Recurring Transactions Create reminders and recurring transactions so you never forget to pay a bill again. |
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Debt Snowball Payoff your debts and loans faster with our Debt Snowball calculator. |
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Import Transactions Import CSV, OFX, QFX and QIF files so you don't have to manually add your old transactions. |
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Future Balances Project your balances to a future date to see how much money you might have in your accounts. |
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Investment Portfolio Keep track of your investments with our Investment Portfolio. Track stocks, bonds, mutual funds and any other investment that has a ticker. |
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Asset Manager Manage assets, such as your home, and their values to see how your net worth changes over time. |
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Spending Reports View all of your spending and saving data in several report formats including line, bar, pie and text reports. |
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Save-Up Tracker Do you have something you want to save up for? Use our Save-Up Tracker to enter your goals and we'll help keep track of your progress. |
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Envelope Budgets Use the Envelope system for setting and tracking your budgets. |
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Crypto Portfolio See how the value of your crypto coins has changed over time. |
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Transaction Register Easily view all your transactions in our register. |
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Financial Dashboard All of your financial data at a quick glance on our Dashboard. |
